How big is Bocks Inc.'s plan?

Bocks Inc.'s plan reported $367K in assets and 8 participants for 2024.

Original filing (PDF)20251002133443NAL0000900160001

Bocks Inc.

Name: Bocks Inc. — Bocks Inc. 401(k) Plan, Form 5500 (2024)
Creator: Bocks Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bocks Inc. 401(k) Plan

401(k) retirement plan · Bocks Inc.'s Bocks Inc. 401(k) Plan held $367K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$367K

Net assets (EOY)

$367K

People on this filing

Ryan Lupberger signed Bocks Inc.'s 2024 Form 5500 as plan administrator.

Ryan Lupberger — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bocks Inc.'s EIN is 81-1700684.

EIN 81-1700684

Plan number 001

Plan year 2024

ACK ID 20251002133443NAL0000900160001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bocks Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bocks Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

BOCKS INC

EIN

all filings

Address

1133 BROADWAY · STE 1001 · NEW YORK, NY · 10010

Phone

(516) 591-0852

Industry

Retail Trade

Plan administrator